Reminders

Reminders are your own to-do lists — call the tax adviser, bring the badge back, renew the domain. They work like Apple Reminders: lists, smart lists, due dates, flags, tags, subtasks, photos and repeats. A list is private until you share it.

Use Reminders for personal to-dos. Team work that others should see belongs on a board. A private reminder about one board item is set on the item itself and appears in Boards, not here.

Where to find itCopy Anchor Link

The Reminders app (/reminders, group Plan in All apps). Its sidebar shows:

• Smart lists as tiles with counts: Today, Scheduled, Flagged, Assigned to me, All, Completed.
• My lists and Shared with me, each with its open count.
• + at the top to make a New list.

Due reminders also appear on Today and on the Calendar on their date.

Roles and permissionsCopy Anchor Link

Every member of an organisation with Reminders installed has their own lists — no role needed. The Administrator role only administers the module's roles; it does not let anybody read another person's lists. A list's owner shares it per person.

Main workflowsCopy Anchor Link

Add a reminderCopy Anchor Link

1. Open a list (or a smart list).
2. Type into New reminder at the bottom and press Enter.
3. Open Details on the row for a date and time, alert, repeat, priority, flag, tags, a place, notes, subtasks and photos.

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1. 1Smart listsToday, Scheduled, Flagged, Assigned to me, All and Completed, with their counts.
2. 2My listsYour own lists with their open counts; New list adds one.
3. 3New reminderType a reminder and press Enter to add it to the list.
4. 4Show completedReveals the reminders already ticked off on this list.
5. 5List optionsName and colour, Share list and Delete list.

Tick off and find what is doneCopy Anchor Link

Tick the circle to complete a reminder; a repeating one moves on to its next date. Show completed reveals finished ones on a list; the Completed tile collects all of them.

Organise with lists, flags and tagsCopy Anchor Link

• New list: name, colour and icon. Change them later under List options → Name and colour.
• Flag what matters right now; the Flagged tile collects them.
• Type #tag in a reminder; choose a tag to see everything carrying it. Show all reminders (or the × on the tag filter) leaves the tag again.

Share a listCopy Anchor Link

1. Open the list → List options → Share list.
2. Pick a colleague and a level: read, write, or manage (may share too).
3. On a shared list you can assign a reminder to somebody; it shows up under their Assigned to me.
4. A colleague who no longer needs it chooses Leave this list.

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1. 1Add a personPick a colleague to share the list with.
2. 2LevelCan view, Can edit, or Can edit and share.
3. 3RemoveTakes the colleague off the list at once.

Delete a listCopy Anchor Link

List options → Delete list removes the list and every reminder on it.

Settings and adminCopy Anchor Link

• Installing and switching sharing on or off: System console → Marketplace → Reminders.
• Roles: System console → Access → Roles.

TipsCopy Anchor Link

• ⌘K (Ctrl+K) and flagged, scheduled, assigned or completed opens that smart list directly.
• The Today tile also shows everything overdue, however old.
• Give a reminder a place and open it in a map from the details.